Catch up with James Goodman

1 Sep 2017

Catch up with James Goodman

As part of our 30 year celebrations, we’re catching up with some of our team members and sharing their story with you.
Here, we chat with Senior Adviser James Goodman about how his role has evolved over the years and what Goodman Private Wealth means to him.

How did you come into the company, and how has your role evolved over the years?

I started 18 years ago in what was then the family business, after answering an opportunity from my father John. Prior to that, I worked for a large company in London having gained my accounting badge while working at one the big firms in Brisbane.

In hindsight, my role progression from Trainee Adviser to Senior Adviser and business owner seems rapid. We were a small team back then, so I very quickly learnt a lot about the job and its responsibility. I did feel some weight at that young age holding the financial future of real people in my hands! Fortunately, there was plenty of team support backed-up with John's guidance.

My role here has always been client facing. In many ways, the best part of the job is the conversations I have with people about what's important to them.

Behind the scenes, my role has progressed away from hands-on technical strategy work. Now, it's more about making sure the team is collaborating smoothly on each client assignment, and giving that final stamp of approval.

What would you say are your greatest strengths and weaknesses?

That's not any easy question. Perhaps my strength is a genuine interest in people, coupled with the ability to ask good questions.

Weakness? In my role, almost certainly it's not spending enough time getting the message out about what we do to help people. If you ask my colleagues they will no doubt list a few more!

What do you do when you're not at work?

Our team generally keeps good work hours, myself included. That leaves a healthy amount of time for Sarah and our three primary school aged kids.

As Sarah reminds me, I also do a few too many other activities – at the local Cricket Club to do my bit for our local community, and at Rotary to do my bit for the world. I also spend time with my sisters, both of whom have disabilities.

In the philanthropy community, I learn how to give well and also help others in that endeavour. There's a practical application here because I manage my family's philanthropic vehicle, the Goodman Foundation.

One day per year I'm a triathlete. The other 364 I'm thinking I should do more exercise!

How do you see your role developing in the future?

I still have a lot to learn, even after 18 years. For example, I've been listening back to my client meeting recordings for years now and it's still a very painful experience. I'm always reflecting on how much better I could communicate the ideas or run the meetings!

My aim is to be able to lead my clients, our team and even Brad and myself to be fulfilled; each in our own ways. If that happens, then the business will achieve the very clear vision we've set down. I'm working on that now, and I'm unlikely to be satisfied until we all get there.

For that dream to be realised, I know I'll have to improve further - leadership, project management, and commitment. That includes making sure we have the best team of personal finance subject matter experts.

Having said all of that, I think I'm enjoying my work and my role here more than ever. There is lots to do, but the future is really bright!

Can you describe what Goodmans means for you in 25 words or less?

My family, my team, our clients. There's no clear point where each group finishes and the other begins – to me they're one.

Back to Latest News

5 Sep 2018

Focus: Are you a philanthropist?

In a recent ABC radio interview for Focus, James Goodman shares some insights on philanthropy in Australia and highlights of the Goodman Foundation story.

Read more

12 Jul 2018

From disillusionment to confidence – a client story

We’ve invited some of our longstanding clients to share their Goodmans story. Here we chat with Jackie and Barry about what they value about their relationship with us and what brings them peace of mind.

Read more

9 May 2018

The Goodman News

Welcome to the Autumn edition of The Goodman News, where we highlight how we manage risk to help you achieve your most important goals with the highest level of probability.

Read more

9 May 2018

Conversation with Frith Graham

Head Trekker, GirlsTrek

Frith Graham, the founder of the all girl getaway and hiking success story, GirlsTrek, chats with James Goodman about her business journey and defining what women want from adventure.

Read more

9 May 2018

Spectacular Art - Opening Night

We are long-time supporters of the Rotary Art Spectacular, Queensland’s largest and most prestigious annual art exhibition.

Read more

9 May 2018

New artwork at Goodmans

Speaking of spectacular art, if you have visited our office recently, you may have noticed some new artwork in our meeting room. This piece was painted by one of our longterm clients, Nikki Makiol.

Read more

9 May 2018

Managing Risk - It's more than just insurance...

By Mark Everingham

When planning for your future and achieving your goals and objectives, a robust risk management plan is the safety-net providing the best chance of your plans coming to fruition if unplanned events occur.

Read more

20 Dec 2017

Delegation and a happy life

Just wondering if you’ve ever thought about the important areas of your life that can’t be delegated?

Read more

20 Dec 2017

The Goodman News

Welcome to the Summer edition of The Goodman News where we focus on helping you develop strategies to achieve your goals and aspirations

Read more

20 Dec 2017

Meet Clancie Morrissey

Clancie Morrissey, our Portfolio Administrator and Quality & Standards Manager, has been an integral team member for 20 years. We chat with Clancie about what she values most about working at Goodmans, her “home away from home”.

Read more

20 Dec 2017

Celebrating success

Watching an interview with then Prime Minister John Howard, in the day or two after his coalition was re-elected in 2004, one thing stuck in my mind.

Read more

24 Nov 2017

Catch up with Brad Church

Next in our series of interviews with people who have been part of our 30 year journey, we speak with Goodman Chief Executive Brad Church. Read on to hear about how his career began, the vision for the next 30 years and the important place clients hold at the heart of the firm.

Read more

16 Oct 2017

Catch up with Geraldine Simpson – our longest serving employee

Continuing our 30 year celebrations we chat with our longest serving employee Geraldine Simpson about achieving great things, her “other family”, and establishing Women in Finance.

Read more

7 Jul 2017

The North Korea Plan

Senior Adviser James Goodman explains how we make sure you have a plan which gets you where you want to be regardless of any surprises along the way.

Read more

7 Jul 2017

Spotlight on superannuation reforms

Financial planning expert Sharyn Besch shines the spotlight on some key superannuation reforms and some not so well known changes.

Read more

7 Jul 2017

Catch up with John Goodman

We begin our 30 year celebrations by catching up with our former Chairman John Goodman to chat about his vision, inspiration and leadership.

Read more

7 Jul 2017

We’re turning 30!

2017 marks our 30 year anniversary and we’re looking forward to celebrating this milestone with you

Read more

28 Jun 2017

The Goodman News

Welcome to the first edition of The Goodman News, our new look newsletter focusing on helping you develop strategies to achieve your goals and aspirations.

Read more

13 Dec 2016

Announcing our new name and refreshed company identity

We are proud to launch our new name, Goodman Private Wealth, and refreshed company identity.

Read more

13 Dec 2016

Celebrating with Rio Olympian and gold medallist Chloe Esposito

On 1 December 2016 we were proud to announce our new name, Goodman Private Wealth, and the launch of our refreshed company identity.

Read more

23 Aug 2009

Cracking the Family Office Sector

Here Goodman Chief Executive Brad Church shares some thoughts on this niche offering.

Read more

9 Oct 2008

Wealth and philanthropy management

A landmark study throws light on wealth and philanthropy management.

Read more

15 Jul 2006

The Good Men of Wealth Advice

Although the way we work with clients has continued to evolve, our commitment to quality is a cornerstone of our business.

Read more